Set up your HubSpot Chatbot in 6 steps

Find out how to create and set up a chatbot on your site with Hubspot!

Responsiveness is currently one of the criteria consumers place on businesses. Therefore, to develop winning exchanges and a relationship of trust with your leads over the long term, it is in your interest to set up customer service that is fast, responsive, and available at all times.

It is precisely the goal of a Hubspot Chatbot, a conversational robot capable of responding to your visitors 24/7. But what is it all about? What are the advantages of setting up a Chatbot in Hubspot? In this article, discover the steps to proceed with its integration.

What is a HubSpot Chatbot?

A Chatbot is a specific program designed to engage in dialogues with visitors to your website. It consists of two terms: Chat and Bot. Chat refers to a continuation of conversation while a bot reflects the establishment of an automatic structure, which, moreover, remains one of the important levers of marketing automation.

The ChatBot Hubspot is a tool allowing to provide elements of answers to the needs of Internet users with resources, guides, appointment booking links … In general, it appears in the form of a dialog box or even ‘an animated character.

The Chatbot is an entirely autonomous means of collecting data on your users; it will allow you to facilitate future contact with your leads because you will already have a certain amount of information on the issues and needs that they meet.

The establishment of a Chatflow HubSpot allows you to offer online support to your leads, available at all times. At any time, they can ask questions and get answers instantly.

Why set up a Chatbot in Hubspot?

There are several exciting advantages to integrating an automatic chat into HubSpot. With the evolution of AI in recent times, Hubspot took the opportunity to offer more options to web marketers who want to provide a better customer experience to their prospects.

A better-targeted marketing strategy

With a Chatflow Hubspot, the user is free to engage in discussion with your brand. The choice is given to him, and in no case will he be subjected to an intrusive approach, unlike other outbound marketing approaches such as Call Calling. A Chatbot, therefore, remains an excellent means of making contact in the search for a close relationship with its leads.

The Chatbot will be a formidable weapon to generate qualified leads, mainly if associated with other marketing & sales actions that you can set up with the different Hubspot Hubs ( HubSpot Marketing, HubSpot Sales, Hubspot Services, Hubspot CMS, and Operations Hub).

Better understand the needs of your leads.

A Hubspot Chatbot is a space open to your leads where they are free to make requests, comments, or share their experiences when they land on your site. It is, therefore, an effective way to better understand their needs, without appearing too intrusive, the very essence of an inbound strategy.

Multiply your points of contact

Programming a Chatbot in Hubspot also allows you to simplify your sales processes and your various interactions with your customers by reducing the usual work of technical support. The latter will only have to deal with complex requests that require human intervention. The conversational robot will immediately answer the most frequent questions. 

You can also use Chatflow to schedule appointments in a few moments without constraints.

Setting up a Hubspot ChatBlot in 6 steps.

Select the type of Chatbot

First, log into your HubSpot account and go to Conversion >> Chatflow.

Then select the type of Chatbot you plan to set up. You can choose between: 

• Qualification of leads
• Welcoming visitors to your site
• A bot dedicated to making appointments or meetings
• A bot dedicated to customer service
• An offline bot
• A free bot from scratch

Write the message your Chatbot will display

To get your visitors to start a chat with your team on the dialogue box, you must display the first message. It is a kind of welcome message to encourage him to formulate a specific request.

Organize the scenario

Once the welcome message has been written, you must now set up a series of actions to respond to the request. The scenario organization must then be done according to the key elements that the robot will detect in the user’s request. 

Give a meaningful name to each action in the scenario.

To find your way around better, it remains essential to add a meaningful name to each action set up by a chatbot. You can then easily manage the different branches of the response elements provided according to the information written by your contacts.

Set up Chatbot targeting

Will your Hubspot Chatbot speak to all your site visitors or users on a communication channel? Would you like to make it visible to anonymous people or to specific contacts that you have in your sights?

In Hubspot, you can easily set up automatic chat targeting based on all of your visitors or segmented lists.

All you have to do is customize the header of your Chatbot in Hubspot CRM. In particular, you can modify its name, add a photo, response times, modify the size of the message, etc.

Once the header of the Chatbot is personalized, you can test it before launching it on your site. So do not hesitate to go to the Hubspot chatbot builder now to start creating your Chatbot!